Simplex Trading’s Invesco Dorsey Wright Energy Momentum ETF PXI Stock Holding History

Simplex Trading’s Portfolio PXI Stock Details PXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-2,593	Closed	-$99K	–	10692
2022 Q2	$99K	Buy	+2,593	New	+$115K	﹤0.01%	5569
2019 Q4	–	Sell	-60	Closed	-$1K	–	7842
2019 Q3	$1K	Sell	60 -286	-83%	-$7.68K	﹤0.01%	7066
2019 Q2	$10K	Buy	+346	New	+$10.5K	﹤0.01%	6123

Other funds holding PXI

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Simplex Trading's PXI Position: Q3 2022 in Review

Simplex Trading sold out of Invesco Dorsey Wright Energy Momentum ETF (PXI) in Q3 2022, closing a stake of 2,593 shares — an estimated $99K sold.

Simplex Trading first reported a position in PXI in Q2 2019 and held it in 3 quarters. The position peaked at $99K in Q2 2022. 66 funds tracked by Wall St. Rank hold PXI as of Q3 2022.

Simplex Trading reported no remaining Invesco Dorsey Wright Energy Momentum ETF position as of Q3 2022 after selling out during the quarter.
Simplex Trading sold 2,593 Invesco Dorsey Wright Energy Momentum ETF shares in Q3 2022, an estimated $99K.
Simplex Trading first reported a position in Invesco Dorsey Wright Energy Momentum ETF in Q2 2019 and held it in 3 quarters.
Simplex Trading's Invesco Dorsey Wright Energy Momentum ETF position peaked at $99K in Q2 2022.
66 funds tracked by Wall St. Rank held Invesco Dorsey Wright Energy Momentum ETF as of Q3 2022.

Based on Simplex Trading's 13F filing for Q3 2022, filed 4 Nov 2022.